See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,610 | $127,065-69.6% | $113,168-65.9% | $142,382-72.9% |
| Participation rate | 52.6% | 79.2%-26.6pp | 76.6%-23.9pp | 80.1%-27.5pp |
| Annual return | 11.60% | 24.03%-12.4pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,329 | $3,442-61.4% | $2,975-55.3% | $4,299-69.1% |
| Participant deferral / active EE | $4,252 | $5,716-25.6% | $5,107-16.7% | $6,507-34.7% |
| Admin fee / account holder | $715 | $15,736-95.5% | $12,068-94.1% | $12,624-94.3% |